Ms. Laura Halay supports Certuity's Florida office high-net-worth clients and families. She works with new and existing clients to service financial requests and inquiries and coordinates transactions and documentation while maintaining investment records.
Prior to joining Certuity, Ms. Halay worked at Merrill Lynch, where she focused on client account creation and customer relations. While at Merrill Lynch, Ms. Halay also participated in the practice management development program, where she earned her Securities Industry Essentials license and refined her skills in assessing and recommending services regarding investment growth, risk management and financial planning.
Ms. Halay obtained her Bachelor’s Degree in Business Finance from Florida Atlantic University along with an additional Bachelor’s Degree in Economics from the University George Baritiu, located in Brasov, Romania.